Relationship Banker: Grow Client Relationships & Solutions

Truist Financial Corporation; Winston-Salem (NC); Sur place; USD 35 000 - 48 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid Vacation

Paid Sick Days

Holidays

Résumé du poste

Truist Financial Corporation in Winston-Salem, NC seeks an experienced client service professional to grow and manage client relationships through in-person and phone interactions. You will provide financial solutions and collaborate with internal partners to expand business opportunities, with potential teller duties as needed.

The role emphasizes serving clients with a consultative approach, meeting service and sales targets, and following risk and compliance guidelines while helping customers

Qualifications

• High school diploma or equivalent required.
• 2 years of client sales and service experience.
• Experience sourcing and prospecting for new clients and building relationships.
• Excellent interpersonal and communication skills.
• Proficient with basic computer applications such as Microsoft Office.
• Must be SAFE compliant within 30 days of employment including NMLS checks.
• Ability to multi-task under time constraints.
• Willingness to travel for temporary staffing needs.
• Weekend and/or extended hours availability with possible travel.

Responsabilités

• Maintain client records and resolve routine service requests.
• Meet branch sales targets by developing and retaining client relationships.
• Refer complex needs to internal specialists for solutions.
• Participate in branch leadership routines and trainings.
• Pursue ongoing product and sales knowledge through trainings.
• Advise on consumer lending options and take loan applications.
• Ensure compliance with policies and risk management guidelines.
• Greet clients and assist with teller transactions as needed.

Connaissances

Interpersonal communication

Sales experience

Multi-tasking

Travel availability

Formation

High school diploma or equivalent

Associate’s degree or higher

Outils

Microsoft Office

Description du poste

Truist Financial Corporation in Winston-Salem, NC seeks an experienced client service professional to grow and manage client relationships through in-person and phone interactions. You will provide financial solutions and collaborate with internal partners to expand business opportunities, with potential teller duties as needed.

The role emphasizes serving clients with a consultative approach, meeting service and sales targets, and following risk and compliance guidelines while helping customers